Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,598
Closed -$323K 478
2023
Q4
$323K Buy
+2,598
New +$323K 0.04% 356
2022
Q2
Sell
-11,285
Closed -$1.04M 423
2022
Q1
$1.04M Buy
11,285
+2,815
+33% +$259K 0.37% 82
2021
Q4
$708K Buy
+8,470
New +$708K 0.42% 79